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Disclosery

Iron Horse Wealth Management, LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Iron Horse Wealth Management, LLC on KO, newest first. How the timeline and the estimate are built.

Iron Horse Wealth Management, LLC held 5,154 KO shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,154 shares
    Change vs previous 13F -75 shares

    0.11% of the 13F portfolio, value $364,650.

    13F-HR 0001836270-25-000003 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 5,229 shares
    Change vs previous 13F +528 shares

    0.12% of the 13F portfolio, value $374,504.

    13F-HR 0001836270-25-000002 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 4,701 shares
    Change vs previous 13F -35 shares

    0.1% of the 13F portfolio, value $292,687.

    13F-HR 0001836270-25-000001 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 4,736 shares
    Change vs previous 13F +15 shares

    0.12% of the 13F portfolio, value $340,330.

    13F-HR 0001836270-24-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 4,721 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $300,492.

    13F-HR 0001836270-24-000003 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 4,721 shares
    Change vs previous 13F -185 shares

    0.11% of the 13F portfolio, value $288,831.

    13F-HR 0001836270-24-000002 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 4,906 shares
    Change vs previous 13F +852 shares

    0.13% of the 13F portfolio, value $289,111.

    13F-HR 0001836270-24-000001 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 4,054 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $226,943.

    13F-HR 0001836270-23-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).